About

Who We Are

“Our evolution to Abacus Global Management represents a significant milestone in our company’s journey, to revolutionize financial services though expert asset management leveraging advanced technology and to deliver personalized lifespan based financial solutions,”

– Jay Jackson, CEO of Abacus Global Management

Abacus is a rare offering: serving as the originator and market maker of the asset we purchase and manage, we provide a distinct advantage for consumers seeking to monetize insurance policies and investors seeking to deploy capital, as we are deeply entrenched at every stage of the process. In a highly regulated and difficult-to-access insurance marketplace, we provide the maximum opportunity for the consumer and ensure the quality of the underlying asset for investors. With $10 billion in face value of policies purchased since 2004, Abacus is the only publicly traded global alternative asset manager focused on lifespan-based financial products, available on the Nasdaq Exchange under ticker symbol ABL.

The company’s expanded business model operates through four distinct yet complementary divisions:

Abacus Life Solutions – Since 2004, Abacus has purchased over $10 billion in face value of life insurance policies, helping thousands of clients maximize the value of their life insurance assets. The Life Solutions division specializes in helping consumers achieve financial security through retirement products while serving as a solutions provider to institutions. The institutional business assists insurance carriers and reinsurers in optimizing legacy liabilities and creating innovative consumer-facing products through data-based solutions.

Abacus Asset Group – The asset management division serves primarily institutional investors alongside select private clients, providing excess returns across the risk-reward spectrum. Abacus Asset Group specializes in uncorrelated and longevity-based assets, fixed-income replacement strategies, and free-cash flow based investment solutions. This division leverages proprietary analytics and market insights to identify unique opportunities through distinct investment strategies that deliver consistent performance through various market cycles while maintaining a disciplined approach to risk management.

ABL Wealth – Leveraging more than two decades of proprietary data and algorithms, ABL Wealth is redefining wealth management through a transparent, cutting edge, data-driven approach. The division helps financial advisors create customized plans based on clients’ health, longevity, and overall financial wellbeing, moving beyond one-size-fits-all planning to develop financial strategies tailored to each individual.

ABL Tech – Building on decades of experience and proprietary health and longevity data sets, ABL Tech creates technology products that are revolutionizing the life planning industry. These innovations deliver tremendous benefits for pension funds, government agencies, and insurance-related businesses. The division has developed platforms that conduct real-time mortality verification, locate missing participants, and service the secondary life insurance market with unprecedented speed and accuracy.

 

Innovation, Transparency, and Investor Success

Over the past 20 years, we’ve built an institutionalized origination and portfolio management process supported by a growing team of more than 100 experts and professionals. We have long-term relationships with 78 institutional partners and 30,000 financial advisors and are licensed to operate in 49 states. What started as a small house fund is now the leading innovator in lifespan-based financial planning and asset management. Our leadership team averages 20+ years of experience and has been an innovator in the industry since its inception in the mid-90s.

Abacus is a member of the Life Insurance Settlements Association (LISA) and strictly complies with HIPAA and privacy laws to maintain and protect the confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.

Executive Management

Jay Jackson

Jay Jackson

Chairman & CEO

Sean McNealy

Sean McNealy

Founder & President

Matthew Ganovsky

Matthew Ganovsky

Founder & President

Scott Kirby

Scott Kirby

Founder & President

Bill McCauley

Bill McCauley

Chief Financial Officer

Elena Plesco

Elena Plesco

Chief Capital Officer

Chris Romaine

Chris Romaine

Chief Counsel

Samantha Butcher

Samantha Butcher

President Portfolio Operations

Seth Miller

Seth Miller

Chief Revenue Officer

Shane McGonnell

Shane McGonnell

Vice President

Dani Theobald

Dani Theobald

General Counsel

Karen Teller

Karen Teller

Vice President Finance

Vinnie Pellegrino

Vinnie Pellegrino

Vice President of ABL Tech

Fei Xue, CAIA

Fei Xue, CAIA

Vice President of ABL Wealth

Rob Phillips

Rob Phillips

Senior Vice President of Investor Relations & Corporate Affairs